| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 2,097 | $240,899.33 | $330,434.77 | $89,535.44 | 37.17% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,975 | $359,645.29 | $778,040.25 | $418,394.96 | 116.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,187 | $2.06M | $3.76M | $1.7M | 82.25% |
Kevin Zemann WealthPlan Investment Management LLC | 7,570 | $1.27M | $1.16M | -$112,556.25 | -8.84% |
Benjamin Cauley Carr Financial Group Corp. | 7,602 | $646,665.17 | $1.2M | $551,866.15 | 85.34% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,023 | $350,019.47 | $315,628.46 | -$34,391.01 | -9.83% |
David W. Chenet Presidio Capital Management LLC | 117,602 | $13.18M | $18.15M | $4.96M | 37.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,241 | $417,896.38 | $653,262.43 | $235,366.05 | 56.32% |
Lori Fernicola Castle Wealth Management LLC | 36,156 | $3.31M | $5.7M | $2.39M | 72.12% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,334 | $365,960.98 | $364,524.12 | -$1,436.86 | -0.39% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,642 | $2.53M | $3.18M | $645,522.07 | 25.48% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,324 | $233,831 | $208,629.3 | -$25,201.7 | -10.78% |
Rachel Faulk Cape Investment Advisory Inc. | 1,684 | $230,633.33 | $261,575.72 | $30,942.39 | 13.42% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 1,244 | $206,131 | $194,555.38 | -$11,575.62 | -5.62% |
Lukas Lindgren Abound Wealth Management | 399 | $36,920.59 | $61,920.81 | $25,000.22 | 67.71% |
Drew Phillips Fortitude Family Office LLC | 67 | $11,836 | $10,407.11 | -$1,428.89 | -12.07% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,629 | $870,416 | $880,544.47 | $10,128.47 | 1.16% |
Belena Vincetti Fortis Capital Advisors LLC | 2,707 | $372,567.96 | $422,278.46 | $49,710.5 | 13.34% |
Jeffrey D. Munjack JDM Financial Group LLC | 101 | $7,918.4 | $15,774.18 | $7,855.78 | 99.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 88 | $14,585.12 | $13,736.36 | -$848.76 | -5.82% |